Fiserv, Inc. (FISV) · Insider trading
What Fiserv's directors, officers and largest holders bought and sold themselves, from the Form 4 each of them files with the SEC within two business days of a trade. Open-market purchases and sales first: those are the trades somebody chose to make at the market price.
Bought, 12 months
$4.45M
7 insiders, 10 trades
Sold, 12 months
$0
0 insiders
Net, 12 months
+$4.45M
bought less sold
Latest filing
2026-09-18
filings read to 2026-10-19
Who traded, two years
| Insider | Bought | Sold | Trades | Last trade | Holds after |
|---|---|---|---|---|---|
| Chiarello GuyChief Operating Officer | – | $10.60M | 2 | 2025-02-20 | 238,661 |
| Simons DoyleDirector | – | $8.08M | 1 | 2024-10-23 | 76,180 |
| Miller HeidiDirector | – | $6.03M | 2 | 2024-10-30 | 44,673 |
| Best KennethChief Accounting Officer | – | $4.47M | 1 | 2024-11-12 | 38,771 |
| Gibbons JohnEVP, Head of Fin. Insts. Grp. | – | $3.23M | 1 | 2025-03-03 | 27,602 |
| Rosman Adam L.Chief Admin. and Legal Officer | $999,900 | $809,602 | 8 | 2026-06-16 | 136,724 |
| Todd Paul MChief Financial Officer | $1.56M | – | 2 | 2026-06-17 | 184,107 |
| Fritz Lance MDirector | $1.17M | – | 2 | 2026-08-07 | 27,207 |
| Gelb AndrewEVP, Co-Head of Fin. Sols. | – | $904,320 | 1 | 2025-05-28 | 25,385 |
| Nixon Gordon M.Director | $371,775 | – | 1 | 2026-06-16 | 17,656 |
| Mamilli WafaaDirector | $149,746 | – | 1 | 2026-06-17 | 15,386 |
| DiSimone HarryDirector | $101,080 | – | 1 | 2026-06-16 | 23,607 |
| Yarkoni CharlotteDirector | $100,118 | – | 1 | 2026-06-16 | 10,146 |
Open-market purchases and sales
Newest first. “Plan” marks a trade made under a 10b5-1 plan set up in advance.
| Date | Insider | Trade | Shares | Price | Value | Holds after | Filing |
|---|---|---|---|---|---|---|---|
| 2026-08-07 | Fritz Lance MDirector | Buy | 10,000 | 51.95 | $519,500 | 27,207 | Form 4 |
| 2026-06-17 | Todd Paul MChief Financial Officer | Buy | 10,060 | 49.70 | $499,982 | 184,107 | Form 4 |
| 2026-06-17 | Mamilli WafaaDirector | Buy | 2,960 | 50.59 | $149,746 | 15,386 | Form 4 |
| 2026-06-16 | Rosman Adam L.Chief Admin. and Legal Officer | Buy | 10,150 | 49.33 | $500,700 | 136,724 | Form 4 |
| 2026-06-16 | Nixon Gordon M.Director | Buy | 7,500 | 49.57 | $371,775 | 17,656 | Form 4 |
| 2026-06-16 | DiSimone HarryDirector | Buy | 2,088 | 48.41 | $101,080 | 23,607 | Form 4 |
| 2026-06-16 | Yarkoni CharlotteDirector | Buy | 2,023 | 49.49 | $100,118 | 10,146 | Form 4 |
| 2025-12-02 | Rosman Adam L.Chief Admin. and Legal Officer | Buy | 7,900 | 63.19 | $499,201 | 61,285 | Form 4 |
| 2025-12-01 | Todd Paul MChief Financial Officer | Buy | 17,000 | 62.41 | $1.06M | 24,453 | Form 4 |
| 2025-10-30 | Fritz Lance MDirector | Buy | 10,000 | 65.18 | $651,800 | 13,086 | Form 4 |
| 2025-05-28 | Gelb AndrewEVP, Co-Head of Fin. Sols. | Sale | 5,652 | 160.00 | $904,320 | 25,385 | Form 4 |
| 2025-05-27 | Rosman Adam L.Chief Admin. and Legal Officer | Saleplan | 2,267 | 160.61 | $364,103 | 53,630 | Form 4 |
| 2025-05-27 | Rosman Adam L.Chief Admin. and Legal Officer | Saleplan | 245 | 161.34 | $39,528 | 53,385 | Form 4 |
| 2025-03-03 | Gibbons JohnEVP, Head of Fin. Insts. Grp. | Sale | 13,560 | 238.15 | $3.23M | 27,602 | Form 4 |
| 2025-02-27 | Rosman Adam L.Chief Admin. and Legal Officer | Saleplan | 268 | 231.85 | $62,136 | 57,371 | Form 4 |
| 2025-02-27 | Rosman Adam L.Chief Admin. and Legal Officer | Saleplan | 828 | 232.85 | $192,800 | 56,543 | Form 4 |
| 2025-02-27 | Rosman Adam L.Chief Admin. and Legal Officer | Saleplan | 516 | 233.62 | $120,548 | 56,027 | Form 4 |
| 2025-02-27 | Rosman Adam L.Chief Admin. and Legal Officer | Saleplan | 130 | 234.52 | $30,488 | 55,897 | Form 4 |
| 2025-02-20 | Chiarello GuyChief Operating Officer | Sale | 34,050 | 235.34 | $8.01M | 238,661 | Form 4 |
| 2025-02-20 | Chiarello GuyChief Operating Officer | Sale | 10,950 | 236.19 | $2.59M | 227,711 | Form 4 |
| 2024-11-12 | Best KennethChief Accounting Officer | Sale | 20,821 | 214.61 | $4.47M | 38,771 | Form 4 |
| 2024-10-30 | Miller HeidiDirector | Sale | 18,562 | 200.56 | $3.72M | 44,673 | Form 4 |
| 2024-10-30 | Miller HeidiDirector | Sale | 11,438 | 202.05 | $2.31M | 33,235 | Form 4 |
| 2024-10-23 | Simons DoyleDirector | Sale | 40,000 | 201.97 | $8.08M | 76,180 | Form 4 |
Grants, exercises and other transactions
Pay, tax and paperwork rather than a choice to trade at the market price. Two years.
54 × grant or award45 × shares withheld for tax22 × gift7 × option exercise
Show them
| Date | Insider | What | Shares | Price | Holds after | Filing |
|---|---|---|---|---|---|---|
| 2026-09-17 | Todd Paul MChief Financial Officer | Shares withheld for tax F | −795 | 49.30 | 183,312 | Form 4 |
| 2026-08-03 | Rosman Adam L.Chief Admin. and Legal Officer | Grant or award A | +36,799 | – | 173,523 | Form 4 |
| 2026-06-15 | Todd Paul MChief Financial Officer | Grant or award A | +104,363 | – | 174,047 | Form 4 |
| 2026-06-15 | Georgakopoulos PanagiotisDirector, Chief Executive Officer | Grant or award A | +50,094 | – | 303,868 | Form 4 |
| 2026-05-21 | Fritz Lance MDirector | Grant or award A | +4,121 | – | 17,207 | Form 4 |
| 2026-05-21 | Gopal AjeiDirector | Grant or award A | +4,121 | – | 7,329 | Form 4 |
| 2026-05-21 | De Castro HenriqueDirector | Grant or award A | +4,121 | – | 28,233 | Form 4 |
| 2026-05-21 | Shedlin GaryDirector | Grant or award A | +4,121 | – | 5,435 | Form 4 |
| 2026-05-21 | Nixon Gordon M.Director | Grant or award A | +5,913 | – | 10,156 | Form 4 |
| 2026-05-21 | Dufetel Celine SDirector | Grant or award A | +4,121 | – | 5,435 | Form 4 |
| 2026-05-21 | DiSimone HarryDirector | Grant or award A | +4,121 | – | 21,519 | Form 4 |
| 2026-05-21 | Mamilli WafaaDirector | Grant or award A | +4,121 | – | 12,426 | Form 4 |
| 2026-05-21 | Yarkoni CharlotteDirector | Grant or award A | +4,121 | – | 8,123 | Form 4 |
| 2026-05-21 | Cohen StephanieDirector | Grant or award A | +4,121 | – | 5,510 | Form 4 |
| 2026-02-23 | Best KennethChief Accounting Officer | Shares withheld for tax F | −531 | 58.40 | 64,586 | Form 4 |
| 2026-02-22 | Best KennethChief Accounting Officer | Shares withheld for tax F | −802 | 61.47 | 65,117 | Form 4 |
| 2026-02-22 | Rosman Adam L.Chief Admin. and Legal Officer | Shares withheld for tax F | −2,202 | 61.47 | 126,574 | Form 4 |
| 2026-02-21 | Best KennethChief Accounting Officer | Shares withheld for tax F | −642 | 61.47 | 65,919 | Form 4 |
| 2026-02-21 | Rosman Adam L.Chief Admin. and Legal Officer | Shares withheld for tax F | −1,455 | 61.47 | 128,776 | Form 4 |
| 2026-02-20 | Suryadevara DhivyaCo-President | Shares withheld for tax F | −29,594 | 61.47 | 228,463 | Form 4 |
| 2026-02-18 | Best KennethChief Accounting Officer | Grant or award A | +15,871 | – | 66,561 | Form 4 |
| 2026-02-18 | Lyons Michael P.Chief Executive Officer | Grant or award A | +309,158 | – | 351,317 | Form 4 |
| 2026-02-18 | Rosman Adam L.Chief Admin. and Legal Officer | Grant or award A | +65,665 | – | 130,231 | Form 4 |
| 2026-02-18 | Todd Paul MChief Financial Officer | Grant or award A | +45,231 | – | 69,684 | Form 4 |
| 2026-02-18 | Gelb AndrewEVP, Head of Fin. Sols. | Grant or award A | +62,094 | – | 91,566 | Form 4 |
| 2026-02-18 | Suryadevara DhivyaCo-President | Grant or award A | +101,572 | – | 258,057 | Form 4 |
| 2026-02-18 | Georgakopoulos PanagiotisCo-President | Grant or award A | +182,512 | – | 253,774 | Form 4 |
| 2026-02-17 | Lyons Michael P.Chief Executive Officer | Grant or award A | +13,176 | – | 47,779 | Form 4 |
| 2026-02-17 | Lyons Michael P.Chief Executive Officer | Shares withheld for tax F | −5,620 | 63.45 | 42,159 | Form 4 |
| 2026-02-17 | Rosman Adam L.Chief Admin. and Legal Officer | Grant or award A | +7,981 | – | 67,777 | Form 4 |
| 2026-02-17 | Rosman Adam L.Chief Admin. and Legal Officer | Shares withheld for tax F | −3,211 | 63.45 | 64,566 | Form 4 |
| 2026-02-17 | Gelb AndrewEVP, Head of Fin. Sols. | Grant or award A | +8,669 | – | 32,958 | Form 4 |
| 2026-02-17 | Gelb AndrewEVP, Head of Fin. Sols. | Shares withheld for tax F | −3,486 | 63.45 | 29,472 | Form 4 |
| 2026-02-17 | Georgakopoulos PanagiotisCo-President | Grant or award A | +18,045 | – | 80,474 | Form 4 |
| 2026-02-17 | Georgakopoulos PanagiotisCo-President | Shares withheld for tax F | −9,212 | 63.45 | 71,262 | Form 4 |
| 2026-02-07 | Best KennethChief Accounting Officer | Shares withheld for tax F | −434 | 60.00 | 50,690 | Form 4 |
| 2026-02-07 | Lyons Michael P.Chief Executive Officer | Shares withheld for tax F | −3,375 | 60.00 | 34,603 | Form 4 |
| 2026-02-07 | Rosman Adam L.Chief Admin. and Legal Officer | Shares withheld for tax F | −1,489 | 60.00 | 59,796 | Form 4 |
| 2026-02-07 | Gelb AndrewEVP, Head of Fin. Sols. | Shares withheld for tax F | −1,096 | 60.00 | 24,289 | Form 4 |
| 2026-02-07 | Georgakopoulos PanagiotisCo-President | Shares withheld for tax F | −4,438 | 60.00 | 62,429 | Form 4 |
| 2026-01-17 | Georgakopoulos PanagiotisCo-President | Shares withheld for tax F | −25,790 | 66.29 | 66,867 | Form 4 |
| 2026-01-01 | Shedlin GaryDirector | Grant or award A | +1,314 | – | 1,314 | Form 4 |
| 2026-01-01 | Nixon Gordon M.Director | Grant or award A | +1,743 | – | 1,743 | Form 4 |
| 2026-01-01 | Dufetel Celine SDirector | Grant or award A | +1,314 | – | 1,314 | Form 4 |
| 2025-12-31 | Lyons Michael P.Chief Executive Officer | Shares withheld for tax F | −4,849 | 67.17 | 37,978 | Form 4 |
| 2025-12-01 | Suryadevara DhivyaCo-President | Grant or award A | +156,485 | – | 156,485 | Form 4 |
| 2025-11-18 | Best KennethChief Accounting Officer | Grant or award A | +6,522 | – | 45,418 | Form 4 |
| 2025-11-18 | Best KennethChief Accounting Officer | Grant or award A | +5,706 | – | 51,124 | Form 4 |
| 2025-07-17 | LaClair Jennifer A.EVP, Head of Merchant Sols. | Shares withheld for tax F | −3,119 | 167.35 | 29,010 | Form 4 |
| 2025-05-15 | Simons DoyleDirector | Option exercise M | +6,594 | 40.56 | 84,382 | Form 4 |
| 2025-05-14 | Cohen StephanieDirector | Grant or award A | +1,212 | – | 1,389 | Form 4 |
| 2025-05-14 | De Castro HenriqueDirector | Grant or award A | +1,212 | – | 24,112 | Form 4 |
| 2025-05-14 | DiSimone HarryDirector | Grant or award A | +1,212 | – | 17,398 | Form 4 |
| 2025-05-14 | Fritz Lance MDirector | Grant or award A | +1,212 | – | 3,086 | Form 4 |
| 2025-05-14 | Gopal AjeiDirector | Grant or award A | +1,212 | – | 3,208 | Form 4 |
| 2025-05-14 | Mamilli WafaaDirector | Grant or award A | +1,212 | – | 8,305 | Form 4 |
| 2025-05-14 | Simons DoyleDirector | Grant or award A | +1,608 | – | 77,788 | Form 4 |
| 2025-05-14 | Warren Kevin MDirector | Grant or award A | +1,212 | – | 9,483 | Form 4 |
| 2025-05-14 | Yarkoni CharlotteDirector | Grant or award A | +1,212 | – | 4,002 | Form 4 |
| 2025-05-06 | Bisignano FrankDirector, Chairman and CEO | Grant or award A | +210,914 | – | 3,321,496 | Form 4 |
| 2025-05-06 | Bisignano FrankDirector, Chairman and CEO | Shares withheld for tax F | −204,576 | 184.95 | 3,116,920 | Form 4 |
| 2025-05-06 | Bisignano FrankDirector, Chairman and CEO | Gift G | −102 | – | 3,116,818 | Form 4 |
| 2025-05-06 | Bisignano FrankDirector, Chairman and CEO | Gift G | −102 | – | 348 | Form 4 |
| 2025-04-29 | Bisignano FrankDirector, Chairman and CEO | Gift G | −1,482 | – | 3,110,582 | Form 4 |
| 2025-03-21 | Bisignano FrankDirector, Chairman and CEO | Option exercise M | +159,636 | 112.87 | 3,234,127 | Form 4 |
| 2025-03-21 | Bisignano FrankDirector, Chairman and CEO | Shares withheld for tax F | −122,063 | 220.32 | 3,112,064 | Form 4 |
| 2025-03-20 | Bisignano FrankDirector, Chairman and CEO | Gift G | −6,346 | – | 3,074,491 | Form 4 |
| 2025-03-20 | Bisignano FrankDirector, Chairman and CEO | Gift G | −12,692 | – | 450 | Form 4 |
| 2025-03-15 | Cohen StephanieDirector | Grant or award A | +177 | – | 177 | Form 4 |
| 2025-03-06 | Bisignano FrankDirector, Chairman and CEO | Gift G | −426 | – | 3,080,837 | Form 4 |
| 2025-02-26 | Bisignano FrankDirector, Chairman and CEO | Gift G | −109 | – | 3,081,263 | Form 4 |
| 2025-02-24 | Bisignano FrankDirector, Chairman and CEO | Gift G | −498 | – | 3,081,372 | Form 4 |
| 2025-02-24 | Bisignano FrankDirector, Chairman and CEO | Gift G | −498 | – | 13,142 | Form 4 |
| 2025-02-24 | Bisignano FrankDirector, Chairman and CEO | Gift G | +166 | – | 4,975 | Form 4 |
| 2025-02-24 | Bisignano FrankDirector, Chairman and CEO | Gift G | +166 | – | 992 | Form 4 |
| 2025-02-24 | Bisignano FrankDirector, Chairman and CEO | Gift G | +166 | – | 1,419 | Form 4 |
| 2025-02-23 | Best KennethChief Accounting Officer | Shares withheld for tax F | −1,710 | 232.34 | 38,896 | Form 4 |
| 2025-02-23 | Rosman Adam L.Chief Admin. and Legal Officer | Shares withheld for tax F | −2,137 | 232.34 | 57,639 | Form 4 |
| 2025-02-23 | Hau Robert W.Chief Financial Officer | Shares withheld for tax F | −3,384 | 232.34 | 177,072 | Form 4 |
| 2025-02-23 | Gibbons JohnEVP, Head of Fin. Insts. Grp. | Shares withheld for tax F | −1,673 | 232.34 | 41,162 | Form 4 |
| 2025-02-23 | Chiarello GuyChief Operating Officer | Shares withheld for tax F | −6,905 | 232.34 | 209,427 | Form 4 |
| 2025-02-23 | Bisignano FrankDirector, Chairman and CEO | Shares withheld for tax F | −15,916 | 232.34 | 3,081,870 | Form 4 |
| 2025-02-22 | Best KennethChief Accounting Officer | Shares withheld for tax F | −883 | 232.34 | 40,606 | Form 4 |
| 2025-02-22 | Rosman Adam L.Chief Admin. and Legal Officer | Shares withheld for tax F | −2,360 | 232.34 | 59,776 | Form 4 |
| 2025-02-22 | Hau Robert W.Chief Financial Officer | Shares withheld for tax F | −3,723 | 232.34 | 180,456 | Form 4 |
| 2025-02-22 | Gibbons JohnEVP, Head of Fin. Insts. Grp. | Shares withheld for tax F | −1,830 | 232.34 | 42,835 | Form 4 |
| 2025-02-22 | Chiarello GuyChief Operating Officer | Shares withheld for tax F | −6,953 | 232.34 | 216,332 | Form 4 |
| 2025-02-22 | Bisignano FrankDirector, Chairman and CEO | Shares withheld for tax F | −13,544 | 232.34 | 3,097,786 | Form 4 |
| 2025-02-21 | Best KennethChief Accounting Officer | Shares withheld for tax F | −669 | 232.34 | 41,489 | Form 4 |
| 2025-02-21 | Rosman Adam L.Chief Admin. and Legal Officer | Shares withheld for tax F | −1,998 | 232.34 | 62,136 | Form 4 |
| 2025-02-21 | LaClair Jennifer A.EVP, Head of Merchant Sols. | Shares withheld for tax F | −1,239 | 232.34 | 32,129 | Form 4 |
| 2025-02-21 | Hau Robert W.Chief Financial Officer | Shares withheld for tax F | −2,838 | 232.34 | 184,179 | Form 4 |
| 2025-02-21 | Gibbons JohnEVP, Head of Fin. Insts. Grp. | Shares withheld for tax F | −2,342 | 232.34 | 44,665 | Form 4 |
| 2025-02-21 | Chiarello GuyChief Operating Officer | Shares withheld for tax F | −4,426 | 232.34 | 223,285 | Form 4 |
| 2025-02-21 | Bisignano FrankDirector, Chairman and CEO | Shares withheld for tax F | −10,377 | 232.34 | 3,111,330 | Form 4 |
| 2025-02-20 | Chiarello GuyChief Operating Officer | Option exercise M | +45,000 | 41.33 | 272,711 | Form 4 |
| 2025-02-19 | Bisignano FrankDirector, Chairman and CEO | Gift G | −425 | – | 3,121,707 | Form 4 |
| 2025-02-07 | Best KennethChief Accounting Officer | Grant or award A | +4,065 | – | 42,158 | Form 4 |
| 2025-02-07 | Rosman Adam L.Chief Admin. and Legal Officer | Grant or award A | +10,324 | – | 64,134 | Form 4 |
| 2025-02-07 | LaClair Jennifer A.EVP, Head of Merchant Sols. | Grant or award A | +7,064 | – | 33,368 | Form 4 |
| 2025-02-07 | Gibbons JohnEVP, Head of Fin. Insts. Grp. | Grant or award A | +11,411 | – | 47,007 | Form 4 |
| 2025-02-07 | Hau Robert W.Chief Financial Officer | Grant or award A | +16,627 | – | 187,017 | Form 4 |
| 2025-02-07 | Chiarello GuyChief Operating Officer | Grant or award A | +32,601 | – | 227,711 | Form 4 |
| 2025-02-07 | Bisignano FrankDirector, Chairman and CEO | Grant or award A | +111,276 | – | 3,122,132 | Form 4 |
| 2025-02-07 | Lyons Michael P.President and CEO-Elect | Grant or award A | +42,827 | – | 42,827 | Form 4 |
| 2025-02-07 | Bisignano FrankDirector, Chairman and CEO | Gift G | −34,147 | – | 3,010,856 | Form 4 |
| 2025-02-05 | Rosman Adam L.Chief Admin. and Legal Officer | Grant or award A | +19,032 | – | 63,692 | Form 4 |
| 2025-02-05 | Rosman Adam L.Chief Admin. and Legal Officer | Shares withheld for tax F | −9,882 | 229.53 | 53,810 | Form 4 |
| 2025-02-05 | Hau Robert W.Chief Financial Officer | Grant or award A | +35,407 | – | 186,403 | Form 4 |
| 2025-02-05 | Hau Robert W.Chief Financial Officer | Shares withheld for tax F | −16,013 | 229.53 | 170,390 | Form 4 |
| 2025-02-05 | Gibbons JohnEVP, Head Financial Inst. Grp | Grant or award A | +14,871 | – | 43,194 | Form 4 |
| 2025-02-05 | Gibbons JohnEVP, Head Financial Inst. Grp | Shares withheld for tax F | −7,598 | 229.53 | 35,596 | Form 4 |
| 2025-02-05 | Chiarello GuyChief Operating Officer | Grant or award A | +66,387 | – | 228,436 | Form 4 |
| 2025-02-05 | Chiarello GuyChief Operating Officer | Shares withheld for tax F | −33,326 | 229.53 | 195,110 | Form 4 |
| 2025-02-05 | Bisignano FrankDirector, Chairman and CEO | Grant or award A | +141,625 | – | 3,113,314 | Form 4 |
| 2025-02-05 | Bisignano FrankDirector, Chairman and CEO | Shares withheld for tax F | −68,311 | 229.53 | 3,045,003 | Form 4 |
| 2024-12-13 | Bisignano FrankDirector, Chairman, President and CEO | Gift G | −49 | – | 2,962,232 | Form 4 |
| 2024-12-02 | Bisignano FrankDirector, Chairman, President and CEO | Gift G | −92 | – | 2,962,281 | Form 4 |
| 2024-11-18 | Bisignano FrankDirector, Chairman, President and CEO | Gift G | −170 | – | 2,962,373 | Form 4 |
| 2024-11-15 | Bisignano FrankDirector, Chairman, President and CEO | Gift G | −47 | – | 2,962,543 | Form 4 |
| 2024-11-14 | Chiarello GuyChief Operating Officer | Gift G | −1,650 | – | 162,049 | Form 4 |
| 2024-11-14 | Best KennethChief Accounting Officer | Gift G | −678 | – | 38,093 | Form 4 |
| 2024-11-12 | Best KennethChief Accounting Officer | Option exercise M | +4,570 | 56.91 | 43,341 | Form 4 |
| 2024-11-12 | Best KennethChief Accounting Officer | Option exercise M | +6,698 | 69.90 | 50,039 | Form 4 |
| 2024-11-12 | Best KennethChief Accounting Officer | Option exercise M | +5,277 | 84.73 | 55,316 | Form 4 |
| 2024-11-12 | Best KennethChief Accounting Officer | Option exercise M | +4,276 | 112.87 | 59,592 | Form 4 |
| 2024-11-05 | Bisignano FrankDirector, Chairman, President and CEO | Gift G | −1,750 | – | 2,962,590 | Form 4 |
| 2024-10-29 | Bisignano FrankDirector, Chairman, President and CEO | Gift G | −744 | – | 2,964,340 | Form 4 |
How to read it
- Buy, sale
- Code P and S on the form: shares bought or sold in the market, at the market price. The other codes are mostly pay (a grant, an option exercised) or tax (shares the company withheld), and say little about what the insider thinks of the price.
- Plan
- A sale or purchase under a Rule 10b5-1 plan, set up in advance and running on its own schedule. Since April 2023 the form has a box for it. Much executive selling is planned and says more about diversifying than about the company.
- Holds after
- The shares the insider still held after the trade, in the form the trade was in (directly, or indirectly through a trust or a fund).
- Value
- Shares times the price the form reports, which is often an average over several fills on the day.
Read from the SEC's own quarterly data sets of Forms 3, 4 and 5, and from each day's filings since the last one. A correcting amendment replaces the lines it restates. Every row links to its filing. None of this is advice: insiders sell for many reasons, and buy for fewer.